Fidelity Investments
Senior Analyst, Derivatives Onboarding
Merrimack, NH
Jul 18, 2025
Full-time
Full Job Description

Job Description:

The Role

The Senior Analyst in Global Product Derivatives Onboarding (GPDO) is part of the Fidelity Fund & Investment Operations group. Global Product Derivatives Onboarding's mission is to facilitate information flow regarding our funds and clients to ensure trading readiness across complex products by ensuring our banking relationships are ready to operationally support Fidelity Investments.

The senior analyst will work within a team as the primary contact for our broker relationships to ensure our funds and clients can gain exposure to complex products. You will gain exposure to the products Fidelity offers and play a critical role that will help you connect the dots across Fidelity's asset management business.

The Skills and Expertise We're Looking For

  • Bachelor's or equivalent with 2+ years of experience processing data & documentation or using knowledge of Fidelity's products and services to solve problems
  • Demonstrated knowledge on complex products such as derivatives, foreign exchange, and other trading instruments
  • Experience improving processes and implementing technology solutions to improve operations
  • Preferable experience in KYC, AML, and beneficial ownership regulations and managing regulatory and franchise risk in working with counterparties
  • Ability to improve policies and procedures
  • Manage stakeholder relationships with trading, legal, and product while multi-tasking across processing data & documentation as well as managing inquiries
  • Act as an escalation contact for other team members to navigate solutions and provide training
  • Ability to work independently with minimal supervision
  • Your work helps our portfolio managers obtain the exposure they need in managing our funds and client assets
  • You will be an instrumental part of ensuring our shareholders receive the service they expect from Fidelity
  • Our broker relationships will rely on your work to ensure they are ready to support Fidelity's trading

The Team

Fidelity Investments is one of the world's largest providers of financial services and offers investment management, retirement planning, brokerage, human resources, and benefits outsourcing services to individuals and institutions. Global Product & Markets Information, as part of the Fidelity Fund and Investment Operations organization, ensures Fidelity's asset management business has the services needed to be successful.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Investment Operations

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Senior Analyst, Derivatives Onboarding
Fidelity Investments
Merrimack, NH
Jul 18, 2025
Full-time
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